John Hancock Divers Inc. FundHEQ

13F holders, Q1 2025 (March 31)
32holders −2
2new positions
4sold out
$10.39avg. 13F price*

At the end of Q1 2025, 32 institutions reported holding John Hancock Divers Inc. Fund (HEQ) in their 13F filings, down 2 from Q4 2024. 2 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($4.4M), Bank of America Corp. ($2.7M) and Shaker Financial Services, LLC ($2.5M).

Company
John Hancock Divers Inc. Fund
CUSIP
47804L102
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 32Q1 2024Q2 2024: 35Q2 2024Q3 2024: 34Q3 2024Q4 2024: 34Q4 2024Q1 2025: 32Q1 2025Q2 2025: 32Q2 2025Q3 2025: 34Q3 2025Q4 2025: 35Q4 2025Q1 2026: 33Q1 2026Q2 2026: 36Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions2$331K
Exits4$711K

All 13F filers, Q4 2024 → Q1 2025: 223,540 shares bought and 145,629 shares sold, net +77,911 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 32 holders

Morgan Stanley 0.00% Reduce -1.3% 424,376 $4.4M
Bank of America Corp. 0.00% Add +1.3% 258,179 $2.7M
Shaker Financial Services, LLC 0.99% Reduce -1.9% 244,857 $2.5M
Saba Capital Management, L.P. 0.06% No change 212,009 $2.2M
Commonwealth Equity Services, LLC 0.00% Reduce -0.2% 153,537 $1.6M
Principal Securities, Inc. 0.03% No change 149,241 $1.5M
1607 Capital Partners, LLC 0.12% Add +43.0% 143,675 $1.5M
AQR Arbitrage LLC 0.06% Reduce -3.6% 134,107 $1.4M
Envestnet Asset Management Inc. 0.00% Reduce -1.0% 130,522 $1.4M
Guggenheim Capital LLC 0.01% Reduce -20.1% 100,570 $1.0M
Wells Fargo & Company 0.00% Add +19.2% 98,594 $1.0M
Wolverine Asset Management LLC 0.07% Add +229.1% 88,582 $921K
Advisors Asset Management, Inc. 0.01% No change 65,374 $680K
Pathstone Holdings, LLC 0.00% Reduce -6.7% 64,742 $673K
Ameriprise Financial Inc. 0.00% Add +22.0% 60,076 $625K
Invesco Ltd. 0.00% Add +17.6% 58,187 $605K
Blue Bell Private Wealth Management, LLC 0.10% Add +25.1% 52,124 $542K
Kestra Advisory Services, LLC 0.00% Reduce -1.6% 46,500 $484K
Osaic Holdings, Inc. 0.00% Add +107.1% 43,595 $453K
Royal Bank of Canada 0.00% Add +24.8% 43,140 $449K
Robinson Capital Management, LLC 0.13% No change 30,308 $315K
LPL Financial LLC 0.00% Reduce -9.6% 29,364 $305K
UBS Group AG 0.00% Reduce -43.3% 26,638 $277K
Raymond James Financial Inc. 0.00% Add +18.6% 26,073 $271K
Karpus Management, Inc. 0.01% Reduce -1.9% 22,593 $235K
NWF Advisory Services Inc. 0.03% New 19,200 $200K
Avantax Advisory Services, Inc. 0.00% Add +0.9% 17,510 $182K
Kovack Advisors, Inc. 0.02% Add +14.3% 16,987 $177K
Landscape Capital Management, L.L.C. 0.01% Reduce -24.9% 13,948 $145K
Almitas Capital LLC 0.04% New 12,667 $132K
Silverlake Wealth Management LLC 0.04% No change 10,208 $106K
Comerica Bank 0.00% Add +2.4% 4,000 $42K

"% of holder's portfolio" is HEQ's weight in each manager's 13F, not the share of John Hancock Divers Inc. Fund the manager owns.